Revolve Wealth Partners, LLC holds a focused book of 350 stocks worth $961.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Dimensional US Core Equity M and trimmed Schwab US Large-Cap Growth. Their largest long position is Vanguard Total Stock MKT ETF at 14% of the equity book. They also disclosed $3.2M in put options (a bearish bet) and $860K in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1808992/holdings"
Use Arkolith to show Revolve Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $133.9M | 361.8K | 13.9% | ▲+1.7% Added · +6K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $51.4M | 532.6K | 5.4% | ▲+1.9% Added · +10K sh | |
| 3 | Ea Series Trust INTL QUAN VALUE | $43.2M | 1.27M | 4.5% | ▲+2.1% Added · +27K sh | |
| 4 | Ea Series Trust US QUAN MOMENTUM | $32.4M | 411.6K | 3.4% | ▲+1.5% Added · +6K sh | |
| 5 | Ea Series Trust SPAR INT VAL ETF | $31.3M | 747.4K | 3.3% | ▲+2.1% Added · +16K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $29.8M | 1.08M | 3.1% | ▲+2.5% Added · +26K sh | |
| 7 | Cambria ETF TR SHSHLD YIELD ETF | $29.6M | 374.2K | 3.1% | ▲+2.7% Added · +10K sh | |
| 8 | SPDR Series Trust ST NUVE HIGH ETF | $28.9M | 1.14M | 3.0% | ▲+4.5% Added · +49K sh | |
| 9 | Apple Inc COM | $20.7M | 71.4K | 2.1% | ▲+5.1% Added · +3K sh | |
| 10 | SPDR Series Trust ST STR NUVEE ETF | $20.6M | 449.3K | 2.1% | ▲+2.1% Added · +9K sh | |
| 11 | Wisdomtree TR INTL QULTY DIV | $19.6M | 454.1K | 2.0% | ▲+4.9% Added · +21K sh | |
| 12 | Wisdomtree TR US LARGECAP DIVD | $19.1M | 198.1K | 2.0% | ▲+0.4% Added · +792 sh | |
| 13 | Dimensional ETF Trust CORE FIXE IN ETF | $18.7M | 442.8K | 1.9% | ▲+2.1% Added · +9K sh | |
| 14 | Schwab Strategic TR US AGGREGATE B | $17.5M | 757.0K | 1.8% | ▲+2.4% Added · +17K sh | |
| 15 | American Centy ETF TR US SML CP VALU | $16.2M | 130.0K | 1.7% | ▲+3.4% Added · +4K sh | |
| 16 | Nvidia Corporation COM | $15.6M | 78.1K | 1.6% | ▲+9.1% Added · +7K sh | |
| 17 | Vaneck ETF Trust HIGH YLD MUNIETF | $15.4M | 299.8K | 1.6% | ▲+1.5% Added · +5K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $15.4M | 20.5K | 1.6% | ▲+14% Added · +3K sh | |
| 19 | Schwab Strategic TR US LCAP GR ETF | $14.3M | 421.9K | 1.5% | ▼−0.1% Reduced · −667 sh | |
| 20 | Ishares TR NATIONAL MUN ETF | $13.2M | 123.1K | 1.4% | ▲+9.1% Added · +10K sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $12.1M | 412.4K | 1.3% | ▼−0.3% Reduced · −1K sh | |
| 22 | Microsoft Corp COM | $9.8M | 26.2K | 1.0% | ▲+4.3% Added · +1K sh | |
| 23 | RBB FD Inc F/M US TREASURY | $9.7M | 194.1K | 1.0% | ▲+47% Added · +62K sh | |
| 24 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.3M | 130.1K | 1.0% | ▲+1.1% Added · +1K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $7.7M | 89.8K | 0.8% | ▲+501% Added · +75K sh | |
| 26 | Alphabet Inc CAP STK CL A | $6.7M | 18.7K | 0.7% | ▲+3.8% Added · +682 sh | |
| 27 | Amazon Com Inc COM | $6.6M | 27.7K | 0.7% | ▲+14% Added · +3K sh | |
| 28 | Dimensional ETF Trust US CORE EQT MKT | $6.3M | 122.8K | 0.7% | ▲New New position | |
| 29 | Ishares TR EAFE GRWTH ETF | $6.3M | 50.3K | 0.7% | ▼−1.9% Reduced · −979 sh | |
| 30 | Invesco Exch Traded FD TR II BLOO EN ANGE ETF | $5.9M | 320.4K | 0.6% | ▲+1.9% Added · +6K sh | |
| 31 | Meta Platforms Inc CL A | $5.8M | 10.3K | 0.6% | ▲+15% Added · +1K sh | |
| 32 | Micron Technology Inc COM | $5.4M | 4.7K | 0.6% | ▲+9.1% Added · +389 sh | |
| 33 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $5.4M | 105.0K | 0.6% | ▲+114% Added · +56K sh | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $5.3M | 7.1K | 0.6% | ▲+13% Added · +802 sh | |
| 35 | Vanguard Star FDS VG TL INTL STK F | $5.1M | 59.6K | 0.5% | ▲+0.1% Added · +71 sh | |
| 36 | Broadcom Inc COM | $5.1M | 13.4K | 0.5% | ▲+34% Added · +3K sh | |
| 37 | Advanced Micro Devices Inc COM | $4.8M | 8.2K | 0.5% | ▲+5.3% Added · +413 sh | |
| 38 | Alphabet Inc CAP STK CL C | $4.7M | 13.4K | 0.5% | ▲+30% Added · +3K sh | |
| 39 | Amgen Inc COM | $4.7M | 12.9K | 0.5% | ▼−2.7% Reduced · −361 sh | |
| 40 | JPMorgan Chase & Co COM | $4.4M | 13.6K | 0.5% | ▲+6.2% Added · +796 sh | |
| 41 | American Centy ETF TR US EQT ETF | $4.4M | 34.2K | 0.5% | ▲+115% Added · +18K sh | |
| 42 | Visa Inc COM CL A | $4.0M | 11.6K | 0.4% | ▼−1.1% Reduced · −128 sh | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $3.6M | 5.2K | 0.4% | ▼−7.8% Reduced · −438 sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $3.6M | 7.1K | 0.4% | ▲+4.0% Added · +272 sh | |
| 45 | Schwab Strategic TR US MID-CAP ETF | $3.5M | 94.3K | 0.4% | ▼−2.6% Reduced · −3K sh | |
| 46 | Vanguard Index FDS MID CAP ETF | $3.2M | 39.5K | 0.3% | ▲+299% Added · +30K sh | |
| 47 | Schwab Strategic TR US SML CAP ETF | $3.2M | 87.9K | 0.3% | ▼−1.0% Reduced · −853 sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $3.1M | 4.3K | 0.3% | ▼−8.3% Reduced · −386 sh | |
| 49 | Johnson & Johnson COM | $3.1M | 12.0K | 0.3% | ▲+53% Added · +4K sh | |
| 50 | Ea Series Trust ALPHA ARCH 1-3 | $3.1M | 26.1K | 0.3% | ▲+4.7% Added · +1K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $1.5M | 2K |
| PUT · bearish | UNITEDHEALTH GROUP INCUNH | $748K | 2K |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $589K | 800 |
| CALL · bullish | MICROSOFT CORPMSFT | $560K | 2K |
| PUT · bearish | VISA INC-CLASS A SHARESV | $412K | 1K |
| CALL · bullish | NVIDIA CORPNVDA | $300K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 356 | $965.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 230 | $769.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 228 | $850.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 232 | $833.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 228 | $769.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 225 | $691.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 19, 2025 | 221 | $691.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.